Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicia? Claim Your ProfileFelicia Woods is a registered representative with Morgan Stanley. Felicia has been in the securities industry since 2003 and has held previous roles with ADP Broker-Dealer, Inc., NYLIFE Securities Inc., and Copeland Equities, Inc. Felicia is licensed to provide investment advice and securities brokerage services in a number of states, and is also a member of Toastmasters International.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DE
02/12/2014 - Present
Morgan Stanley (Greenville DE)
NJ
04/17/2001 - 01/14/2005
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
09/03/1998 - 05/31/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
10/06/1997 - 06/09/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 02/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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